some of use use the desktop integrator with MS excel, retrieving raw data in order to do further calculations
The "problem" is that using Excel 2003 and 2007 some number cells (amount field) for some records is formated like numbers and others like text (for the same report!!)
Doing exactly the same with Excell 2000 things run with mo problems
I am not sure if answer to my question below is pretty simple and not getting in to my head...
Salesforce allows to use only one communication template for all steps in an approval process. Is there a way to use different templates for different stages. Basically we wanted to send an email alert to user with whom action is pending next in case of rejection or approval in current level. Right now same email is sent for all events. Please let me know of there is any issue with out setup.
Several questions mostly about best practices but someone has to have run into this situation before.
1. If i set up my territories (global, Asia, Central Asia, China etc..) Can I set everything to private and then create Roles Like "Central Asian Sales Manager" and a child "China sales Rep" and then assign rules based off their roles rather then territories?
2. Products I understand will allow me to compartmentalize the price books my rep lets say in china sees ( he would use the Chinese price book in ¥ if thats his user currency?)and would he see the standard pricing? Could i use the standard price as the Suggested Retail price since he would be working as a distributor and be able to change his retail price of the price book i assign him
The last part i wanted to know is...can anyone tell me how they set up their hierarchy if they had seperate corporate entities in foreign nations (subsidaries)I am using territories so the CEO can track all of them and run territory based reports (thats what he wants)and see their opportunities etc...
